12 West Capital Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$945.5M
Holdings
17
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHAKSHAKE SHACK INC | 1,543,595 | $217.0M | 22.95% | |
| 2 | GDSGDS HLDGS LTD | 4,864,476 | $148.7M | 15.73% | |
| 3 | RBLXROBLOX CORP | 1,133,000 | $119.2M | 12.61% | |
| 4 | TOSTTOAST INC | 1,762,840 | $78.1M | 8.26% | |
| 5 | TBBBBBB FOODS INC | 2,419,058 | $67.2M | 7.10% | |
| 6 | KRUSKURA SUSHI USA INC | 556,415 | $47.9M | 5.07% | |
| 7 | KVYOKLAVIYO INC | 1,313,000 | $44.1M | 4.66% | |
| 8 | WINGWINGSTOP INC | 114,000 | $38.4M | 4.06% | |
| 9 | NETCLOUDFLARE INC | 165,000 | $32.3M | 3.42% | |
| 10 | MRVIMARAVAI LIFESCIENCES HLDGS I | 12,521,335 | $30.2M | 3.19% | |
| 11 | RGENREPLIGEN CORP | 241,233 | $30.0M | 3.17% | |
| 12 | AFRMAFFIRM HLDGS INC | 350,000 | $24.2M | 2.56% | |
| 13 | FWRGFIRST WATCH RESTAURANT GROUP | 1,490,701 | $23.9M | 2.53% | |
| 14 | SNSHARKNINJA INC | 226,000 | $22.4M | 2.37% | |
| 15 | SDHCSMITH DOUGLAS HOMES CORP | 732,351 | $14.2M | 1.50% | |
| 16 | OSCROSCAR HEALTH INC | 186,855 | $4.0M | 0.42% | |
| 17 | NUNU HLDGS LTD | 275,000 | $3.8M | 0.40% |